Program Client Services Business Analyst - State National

Posted Yesterday
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Bedford, TX, USA
In-Office
Mid level
Insurance
The Role
Supports Program Manager clients by managing CRM tracking, documentation, reporting, client metrics, and data analytics processes. Develops reporting tools, evaluates program performance, monitors risk issues, prepares presentations, trains Client Services staff, supports claims payments, and leads cross-functional projects. Requires strong analytical, quantitative, communication, organizational, and Microsoft Office skills, along with CRM and database experience.
Summary Generated by Built In

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.

The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. Because, at Markel, the work you do gives people the confidence to move forward and seize opportunities. Whether you’re wild about horses, bananas for boats or driven by data, you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.
Join us and play your part in something special!
Responsible for supporting operations and processes as they relate to Program Manager clients. Responsibilities include establishing and maintaining the documentation framework for new and existing Programs to support management function, analyzing programs and their components to support reporting requirements and ensure business expectations for Program are accomplished. Manage operational set up of reporting and data analytics processes related to new accounts. Work with other internal functional departments to monitor specific risk aspects, following up on issues raised by the Program client, and internal reporting by each Program.

Job Location: Hybrid work arrangement based in Bedford, TX

Responsible for supporting operations and processes as they relate to Program Manager clients. Responsibilities include establishing and maintaining the documentation framework for new and existing Programs to support management function, analyzing programs and their components to support reporting requirements and ensure business expectations for Program are accomplished. Manage operational set up of reporting and data analytics processes related to new accounts. Work with other internal functional departments to monitor specific risk aspects, following up on issues raised by the Program client, and internal reporting by each Program.

Essential Functions:

  • Oversees all aspects of the current client tracking system of the Client Services Department. This requires a strategic understanding and knowledge of the division.

  • Evaluates (CRM) program performance (development and maintenance process).

  • Responsible for the continuous development and improvement of standard reporting tools.

  • Develops and provides analysis on client specific metrics.

  • Responsible for support related to client metrics and reporting.

  • Provides guidance and training on system processes to the Client Services team, as well as regular system tasks.

  • Prepare presentations and reports on an on-going basis.

  • Creating of wires and managing our wiring process.

  • Assistance with payment of claims and special projects across teams.

  • Special projects, as assigned.

Required Knowledge/Skills:

  • Moderate to strong knowledge of CRM (Microsoft Dynamics a plus), including the use of charts, report building. Prior in-depth experience preferred.

  • Advanced Microsoft Office skills: Word, Excel, PowerPoint.

  • Experience using databases.

  • Strong analytical and quantitative skills, including the ability to recognize inconsistencies and assess reasonableness.

  • Ability to lead projects and build cross-departmental relationships.

  • Strong attention to detail, well organized and ability to thrive in fast paced, changing environment

  • Ability to multi-task on multiple projects simultaneously and complete those projects with little supervision.

  • Must have strong work ethic and be able to work independently on diverse assignments.

  • Must demonstrate a high level of professionalism, motivation, enthusiasm and patience.

  • Thrive in and foster a highly collaborative work environment is essential.

  • Excellent oral and written communication skills; able to present findings and communicate key concepts to senior management.

Required Education/Experience

  • Bachelor’s Degree or High school diploma or equivalent with extensive insurance experience.

  • 3 – 5 years analysis experience.

  • Customer / Client Service experience

  • Experience in a fast-paced service environment preferred

  • Previous experience leading projects of all sizes, independently or within a team.

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Who we are: 

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. 

 

We’re all about people | We win together | We strive for better 

 

We enjoy the everyday | We think further 

 

What’s in it for you: 

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.  

  • We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.  

  • All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.  

  • We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.   

 

Are you ready to play your part? 

Choose ‘Apply Now’ to fill out our short application, so that we can find out more about you. 

 

Caution: Employment scams 

Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: 

  • All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.

  • All legitimate communications with Markel recruiters will come from Markel.com email addresses. 

 

We would also ask that you please report any job employment scams related to Markel to [email protected]. 

 

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.  

  

Should you require any accommodation through the application process, please send an e-mail to the [email protected].    

No agencies please.

Skills Required

  • Bachelor's degree, or high school diploma/equivalent with extensive insurance experience
  • 3–5 years of analysis experience
  • Customer or client service experience
  • Moderate to strong CRM knowledge, including charts and report building
  • Microsoft Dynamics CRM experience
  • Advanced Microsoft Office skills, including Word, Excel, and PowerPoint
  • Experience using databases
  • Strong analytical and quantitative skills
  • Experience leading projects independently or within a team
  • Experience in a fast-paced service environment
  • Strong communication skills, including presenting findings to senior management
  • Ability to work independently, multitask, and manage multiple projects
  • US work authorization without visa sponsorship

Markel Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Markel and has not been reviewed or approved by Markel.

  • Healthcare Strength — Comprehensive coverage includes medical, prescription, dental, vision, and telehealth, complemented by company-sponsored wellness programs and free fitness/mindfulness apps. Feedback suggests expanded mental-health resources and wellness incentives further enhance support.
  • Retirement Support — Retirement offerings include 401(k) and other financial protections that can add meaningful long-term value. Feedback suggests strong company matching and retirement contributions are a notable part of the package.
  • Leave & Time Off Breadth — A broad suite includes paid time off, corporate holidays, parental leave, hybrid work, volunteer time, and education support. Feedback suggests PTO accrual grows with tenure and can include an option to buy extra days.

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The Company
HQ: Glen Allen, VA
3,519 Employees
Year Founded: 1930

What We Do

At Markel, we believe in hard work, a zealous pursuit of excellence, and fairness in all our dealings. Markel Corporation (NYSE: MKL) is a global Fortune 500 company headquartered in Richmond, Virginia. We seek to be a leader in each of our pursuits, with insurance being our primary business. As a market leader for specialty insurance, reinsurance, and investment operations around the world, Markel embodies integrity, commitment, teamwork, and innovation in every day operations. We are encouraged to look for a better way to do things. Since our founding in 1930, we have sought to know our customers’ needs and to provide quality products and service. Markel specializes in providing coverage for hard-to-place risks for a variety of niche markets including: • Agricultural and equine risks • Reinsurance for large risk enterprises such as oil rigs • Event cancellation insurance for weddings, concerts, and sporting events • Inland marine coverage for fine art collections • Environmental pollution • Yachts, ATVs, and motorcycles At Markel we provide an atmosphere in which people can reach their personal potential. We are results-oriented, and we continually strive for a better way to do things. The Markel approach is one of spontaneity and flexibility. Markel helps employees balance work and social activities. Markel gives you the keys to success! Keeping an open mind and learning new skills allows our associates to stay ahead of the marketplace. Above all, we enjoy what we are doing. There is excitement here that comes from innovating, creating, striving for a better way, sharing success with others…winning. That is the Markel Style.

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